CYG

Clean Yield Group Portfolio holdings

AUM $354M
1-Year Est. Return 15.47%
This Quarter Est. Return
1 Year Est. Return
+15.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$354M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
434
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$1.69M
3
+$721K
4
CRM icon
Salesforce
CRM
+$453K
5
LULU icon
lululemon athletica
LULU
+$339K

Top Sells

1
+$1.4M
2
+$501K
3
+$329K
4
VOD icon
Vodafone
VOD
+$249K
5
ANSS
Ansys
ANSS
+$233K

Sector Composition

1 Technology 38.01%
2 Healthcare 14.23%
3 Industrials 9.54%
4 Consumer Staples 9.29%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ABT icon
76
Abbott
ABT
$223B
$835K 0.24%
6,236
-64
GIS icon
77
General Mills
GIS
$25.1B
$769K 0.22%
15,247
-2,612
MA icon
78
Mastercard
MA
$488B
$687K 0.19%
1,207
+20
AFL icon
79
Aflac
AFL
$57.4B
$657K 0.19%
5,882
COST icon
80
Costco
COST
$404B
$653K 0.18%
705
JPM icon
81
JPMorgan Chase
JPM
$841B
$650K 0.18%
2,060
+106
DIS icon
82
Walt Disney
DIS
$191B
$590K 0.17%
5,150
NEE icon
83
NextEra Energy
NEE
$176B
$571K 0.16%
7,558
+562
TXN icon
84
Texas Instruments
TXN
$153B
$565K 0.16%
3,073
+125
A icon
85
Agilent Technologies
A
$42.5B
$563K 0.16%
4,387
QQQ icon
86
Invesco QQQ Trust
QQQ
$404B
$539K 0.15%
898
+63
PAYX icon
87
Paychex
PAYX
$39.8B
$527K 0.15%
4,160
CWT icon
88
California Water Service
CWT
$2.69B
$516K 0.15%
11,235
-250
AMZN icon
89
Amazon
AMZN
$2.5T
$509K 0.14%
2,319
WTRG icon
90
Essential Utilities
WTRG
$11.1B
$508K 0.14%
12,729
TSCO icon
91
Tractor Supply
TSCO
$28.4B
$490K 0.14%
8,620
SJM icon
92
J.M. Smucker
SJM
$11B
$488K 0.14%
4,493
APH icon
93
Amphenol
APH
$170B
$481K 0.14%
3,888
HIFS icon
94
Hingham Institution for Saving
HIFS
$641M
$477K 0.13%
1,810
XOM icon
95
Exxon Mobil
XOM
$492B
$472K 0.13%
4,185
+142
MMM icon
96
3M
MMM
$90.6B
$465K 0.13%
2,995
AZN icon
97
AstraZeneca
AZN
$281B
$453K 0.13%
5,900
ORCL icon
98
Oracle
ORCL
$573B
$449K 0.13%
1,598
GDX icon
99
VanEck Gold Miners ETF
GDX
$24.3B
$446K 0.13%
5,835
+1,365
WTS icon
100
Watts Water Technologies
WTS
$9.1B
$446K 0.13%
1,596
2 3
4
5 6